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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1401
Sequoia Financial Advisors
Ohio
$661K +$23.9K +414 +4%
NCM
1402
Northroad Capital Management
New York
$660K -$184K -3,191 -23%
RHDIC
1403
R.H. Dinel Investment Counsel
California
$660K – – –
ASN
1404
Advisory Services Network
Georgia
$659K +$183K +3,173 +41%
VNB
1405
Valley National Bancorp
New York
$655K -$286K -4,950 -31%
SJIM
1406
St. Johns Investment Management
Florida
$654K +$623K +10,775 New
AF
1407
Aldebaran Financial
$651K -$53.3K -922 -8%
CCT
1408
Country Club Trust
Missouri
$650K -$163K -2,819 -21%
RCA
1409
Rex Capital Advisors
Rhode Island
$647K – – –
IT
1410
Independence Trust
Tennessee
$646K +$52.6K +910 +9%
B
1411
BancorpSouth
Mississippi
$645K -$1.56K -27 -0.3%
IH
1412
IFC Holdings
Florida
$638K -$23.6K -408 -4%
WMC
1413
Westwood Management Corporation
Illinois
$638K +$57.8K +1,000 +11%
KAM
1414
Keeley Asset Management
Illinois
$634K +$86.7K +1,500 +17%
LC
1415
Loews Corp
New York
$633K -$16.3M -281,400 -96%
CK
1416
Cohen Klingenstein
New York
$631K – – –
CPO
1417
Cerity Partners OCIO
New York
$629K -$64.4K -1,115 -10%
AWS
1418
Aris Wealth Services
Pennsylvania
$616K -$411K -7,112 -41%
MJRIC
1419
Mogy Joel R Investment Counsel
California
$616K +$6.93K +120 +1%
ANBTV
1420
American National Bank & Trust (Virginia)
Virginia
$612K +$22.8K +395 +4%
RI
1421
Redwood Investments
Massachusetts
$610K -$2.41M -41,683 -81%
PMFA
1422
Plante Moran Financial Advisors
Michigan
$607K -$400K -6,922 -41%
LCM
1423
Liberty Capital Management
Michigan
$607K – – –
RC
1424
Reik & Co
New York
$607K – – –
WA
1425
WBH Advisory
Maryland
$605K -$52.3K -905 -8%
55 56
57
58 59